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Fund management activities · Sherborne, Dorset
Fort Financial Planning
Fort Financial Planning Limited
Private limited company registered in Sherborne, classed under “Fund management activities”.
Headline figures
FY to Mar 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024* | 2025 | 2026 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves | |||||
| Dividends paid |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
7 balance-sheet lines and 3 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Fort Financial Planning do?
Private limited company registered in Sherborne, classed under “Fund management activities”.
›How much turnover does Fort Financial Planning make?
Answered in the full report
›Is Fort Financial Planning profitable?
Fort Financial Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Fort Financial Planning?
Answered in the full report
›Where is Fort Financial Planning based?
Its registered office is Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset, DT9 4FW, in Sherborne, Dorset.
›When was Fort Financial Planning founded?
Fort Financial Planning Limited was incorporated on 18 October 2004.
›Is Fort Financial Planning still trading?
The register lists Fort Financial Planning Limited as active.